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OnSTAFF 2000

 

 

Charges Who

 

When the /Utility/Category <Responsibility (G/P/X)> field of the category assigned to a patient is set to P or X, OnStaff now checks the insurance(s) pre-defined in the patient’s insurance screen(s) against the Who entered at the time of posting a charge. 

 

When /Utility/Procedure <Hold (Y/N)> = N the cursor WILL NOT stop in the /Charges/Charge <Who> column.  In this case, OnStaff will default the <Who> column to G or P depending on the /Category  <Responsibility (G/P/X)> field entry of the patient’s assigned category (if <Responsibility (G/P/X)> = X, OnStaff defaults the <Who> column to P).

 

When /Utility/Procedure <Hold (Y/N)> = Y the cursor WILL stop in the /Charges/Charge <Who> column.  In this case, the user enters a value in the <Who> column.  When the <Who> column is left blank, OnStaff defaults the <Who> column to P. 

 

When a patient’s insurance file DOES contain insurances and the <Who> column entry at the time of posting is not one of those defined in the patient’s insurance screen(s), OnStaff will default the <Who> column to P and display the following warning: 

 

 

When a patient’s insurance file DOES NOT contain ANY insurance and the <Who> column entry at the time of posting is anything other than G, OnStaff will default the <Who> column to P and display the following warning:

 

 

Regardless of what the /Utility/Category <Responsibility (G/P/X)> field is set to, if /Utility/Procedure <Billing (A/N/C/E/P/B/R/)> = C (bill patient only) OnStaff will default the <Who> column to G and will NOT allow the <Who> column entry to be changed from the /Charges/Charge screen.  Changes may be made in /Charges/Modify or either  /Ledger/Accounting or /Ledger/Open Item.

 

The new Patient Insurance Lookup screen can assist users in identifying insurance(s) attached to the current patient.  :

 

Macro for Patient Insurance Lookup

When software requirements are met, a macro key can be used to display insurances attached to the current patient’s account.  The displayed screen is informational only.  

 

 

                     Code                              /Utility/Insurance <Insurance Co. Code>

 

 

                     Name/Insured Name    /Utility/Insurance <Name>                           

/New Patient insurance screen’s <Insured’s Name>

 

                     Phone/Adjuster              /Utility/Insurance <Phone No.>                                

/New Patient insurance screen’s <Adjuster>

 

                     PR                                  /New Patient insurance screen’s <Primary/Secondary (P/S/X)>

/New Patient insurance screen’s <Relation to Insured>

 

                     From/To                         /New Patient insurance screen’s <Coverage From>                      

/New Patient insurance screen’s <To>

 

                     SN/Group                      /New Patient insurance screen’s <Subscriber No.>                        

/New Patient insurance screen’s <Group No.>

 

                     Ded/CP                          /New Patient insurance screen’s <Deductible Met>                      

/New Patient insurance screen’s <Co Payment>

Software Requirements

1)   /Utility/Set Up/Menus/Programs:

      The following screen must exist. <Security Level> and <Security Group> may be set as desired.

 

 

2)   /Utility/Set Up/Security/Macros:            

InsLookup/I must be added to the Macro Group. The following example is adding InsLookup/I to the F10 macro key for Macro Group 1:

 

 

 

The Patient Insurance Lookup screen displays as follows